Rupee Hits Record Low as Tariff Shock Fuels FPI Outflows

BasisPoint Insight

August 29, 2025 at 9:08 AM IST

Gilt Yields Climb on Fiscal Concerns; Rupee Weak, Equities Hold Steady

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

BasisPoint Insight

August 25, 2025 at 2:26 PM IST

Digest

Gilt Yields Climb on GST Overhaul Amid Fiscal Concerns; Biggest Weekly Rise in 3 Years

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

August 22, 2025 at 3:00 PM IST

Sliding Rupee Turns Shock Absorber as US Tariffs Hit India

A weaker rupee cushions India’s exporters against Trump’s 25% tariffs, offering relief even as policy tools run thin.

Richard Fargose

August 5, 2025 at 3:30 PM IST

iStock/Pla2na

Digest

Equities Extend Weekly Losses, Rupee Recovers Slightly Amid RBI Support

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

August 1, 2025 at 12:24 PM IST

Digest

Rupee at 5-month low on Tariff Fears; Equities Struggle Amid Broad-Based Selling

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

July 31, 2025 at 12:28 PM IST

Digest

Nifty slips amid midcap drag; rupee weakens on trade, equity outflows

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

July 22, 2025 at 12:17 PM IST

Stablecoins and Sovereignty: Why India Must Watch, Not Rush

India must resist FOMO on stablecoins. The US is playing digital geopolitics—India should respond with timing, not haste, to protect sovereignty.

R. Gurumurthy

July 22, 2025 at 9:58 AM IST

iStock.com

Digest

Equities Rise on Bank Earnings; Rupee Weakens to One-Month Low on Dollar Demand

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

July 21, 2025 at 1:57 PM IST

Interview

Inside HDFC Bank’s Risk Playbook: Parthasarthy Breaks It Down

From 2008 to today, Ashish Parthasarthy has shaped how India manages risk. The HDFC Bank treasury head opens up in this sharp Q&A.

BasisPoint Insight

July 19, 2025 at 7:06 AM IST

Digest

Nifty Ends Flat; Rupee Slips on Trade Worries

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

July 16, 2025 at 1:43 PM IST

Digest

Nifty Bank Hits Record High; Rupee Gains, Oil Steadies, Bonds Rally

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

BasisPoint Insight

June 26, 2025 at 1:09 PM IST

Interview

Tata Or Batata? Nilesh Shah Lays Out India’s Market Mindmap

From HFT to FDI, inflation myths to rupee truth, Nilesh Shah maps India’s market future—in metaphors only he can mint.

BasisPoint Insight

June 26, 2025 at 4:29 AM IST

AI Generated

Digest

Equities Rise, Bond Yields Steady, Rupee Recovers Slightly Amid Oil Dip

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 20, 2025 at 2:12 PM IST

Digest

Equities End Lower on Midcap Drag; Rupee Hits Over 2-Month Low

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 18, 2025 at 12:41 PM IST

Digest

Equities Slide; Rupee Slips Amid West Asia Conflict, FII Outflows

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 17, 2025 at 12:25 PM IST

Digest

Equities Rebound; Bond Yields Ease On Value Buying

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 16, 2025 at 1:19 PM IST

Digest

Equities Slide; Rupee Hits 2-Month Low Amid Crude Spike, West Asia Tensions

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 13, 2025 at 1:31 PM IST

Digest

Equities Range-Bound; Gilt Falls After High Yields At State Bond Auction

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 10, 2025 at 1:02 PM IST

Digest

Stocks Rise As Effects Of Rate Cut Linger; Bond Yields Up As Stance Shift Spoils Party

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 9, 2025 at 1:34 PM IST

Digest

RBI Rate Cut Lifts Equities; Long Bond Yields Rise On Stance Change

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 6, 2025 at 3:43 PM IST

Anurag Vijay/CC

Digest

Equities Rise, Bond Yields Dip Ahead Of RBI Policy; Midcaps Outperform

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 5, 2025 at 1:23 PM IST

Shivamsetu/CC

Digest

Stocks Edge Higher; Rupee Declines Amid Crude, Geopolitical Jitters

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 4, 2025 at 1:44 PM IST

Equity Indices Fall; Bonds Strengthen Before RBI Policy Call

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 3, 2025 at 12:29 PM IST

Nifty Holds 24,700; Bond Yields Ease Ahead Of RBI Policy Decision

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

June 2, 2025 at 2:28 PM IST

Digest

Equities Fall On Profit Booking; Gilt Yields Rise After GDP Surprise

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

May 30, 2025 at 2:19 PM IST

Digest

Equities, Rupee End Flat; Bond Yields Hit Over 3-Year Low

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

May 28, 2025 at 1:41 PM IST

Digest

Equities Slide, Rupee Weakens as Global Cues, Oil Prices Weigh On Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

May 27, 2025 at 2:02 PM IST

Digest

Equities Extend Gains; Rupee Rises On Weak Dollar, Firm Risk Sentiment

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

May 26, 2025 at 2:21 PM IST

Digest

Equities Rebound; Rupee Posts Biggest Gain Since Nov 2022

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 23, 2025 at 3:25 PM IST

Digest

Rupee Weakens Past 86 As Global Jitters Drag Markets Lower

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 22, 2025 at 1:49 PM IST

Digest

Equities Snap Losing Streak; Bond Yields Drop Amid Policy Easing Hopes

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.

Richard Fargose

May 21, 2025 at 1:36 PM IST

Digest

Equities Slide Over 1%, Rupee Weakens As Global Sentiment Sours

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 20, 2025 at 1:37 PM IST

Digest

Nifty Dips Below 25,000 As IT Drags; Rupee Gains On Weak US Dollar

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 19, 2025 at 2:34 PM IST

Digest

Nifty Holds 25,000; Rupee Ends Higher Despite Wider Trade Deficit

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 16, 2025 at 1:14 PM IST

Digest

Equities Rally To 7-Month High; Rupee Falls After 3-Day Climb

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 15, 2025 at 3:07 PM IST

Digest

Rupee, Bonds Cheer Soft CPI; Stocks Mixed Amid Selective Buying

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 14, 2025 at 2:27 PM IST

Digest

Geopolitical Calm Supports Bonds, Rupee; Profit-Taking Hits Equity

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 13, 2025 at 2:00 PM IST

Digest

Rupee Recovers, Equities Struggle Amid Geopolitical Jitters

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 9, 2025 at 1:30 PM IST

Digest

Rupee Tumbles, Stocks Slide as India-Pakistan Tensions Escalate

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 8, 2025 at 1:39 PM IST

Digest

Geopolitical Worries Hit Rupee; Equity, Bond Markets Shake Off Early Jitters

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 7, 2025 at 12:37 PM IST

Digest

PSU Banks, Midcaps Drag Markets Lower; Rupee Slips

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 6, 2025 at 1:00 PM IST

Equities Hit 2025 Highs; Bonds Rally On RBI Liquidity Support

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 5, 2025 at 2:27 PM IST

SBI Research Pushes For 50-BPS Jumbo Rate Cuts To Boost Transmission

The benign inflation outlook, coupled with a moderate growth forecast, has created what the bank describes as a “Goldilocks period” for rate cuts.

BasisPoint Insight

May 5, 2025 at 12:29 PM IST

Anurag Vijay/CC

Equities End Volatile Week With Modest Gains; Reliance, IT Lead The Way

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

May 2, 2025 at 1:31 PM IST

Digest

Bajaj Finance Weighs On Benchmark Indices, Rupee Hits 2025 High

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 30, 2025 at 1:58 PM IST

Digest

RIL Uptrend Continues; Rupee Volatile on Geopolitical Tensions

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 29, 2025 at 12:43 PM IST

Digest

Equities Surge on Earnings Boost; Rupee Jumps on Strong Inflows

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 28, 2025 at 2:22 PM IST

Digest

Equities, Rupee, Gilts Slip on Indo-Pak Tensions

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 25, 2025 at 2:30 PM IST

Digest

Equity Snaps 7-Day Rally Amid Profit-Booking, Weak HUL Guidance

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 24, 2025 at 12:40 PM IST

Digest

IT, Auto Drive Sensex Above 80,000; Rupee Weakens

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 23, 2025 at 1:36 PM IST

Equities Continue Uptrend; HDFC Bank Hits ₹15 Trillion M-Cap

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 22, 2025 at 1:20 PM IST

Digest

Banks Power Indian Equities’ Rebound To $5 Trillion Market Cap

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 21, 2025 at 1:20 PM IST

iStock.com/ sreeyashlohiya

Equity Indices Surge To 3-Month High; Rupee Strengthens On FII Inflows

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 17, 2025 at 12:57 PM IST

Equities Rise For Third Day; Gilts Rally Ahead Of RBI’s OMO Auction

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 16, 2025 at 1:33 PM IST

Digest

Dalal Street Rallies on Tariff Relief; Bonds, Rupee Join the Party

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 15, 2025 at 1:26 PM IST

RBI’s Quiet Confidence Lets Markets Set The Rupee’s Course

As global currencies wobble under tariff pressures, the RBI is betting on India’s fundamentals to anchor the rupee—and avoiding panic interventions.

Richard Fargose

April 9, 2025 at 4:35 PM IST

Digest

Market Digest: RBI Rate Cut Fails To Cheer Equities; Gilt Yield At 40-Month Low

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 9, 2025 at 1:39 PM IST

Digest

Equities Claw Back Big Chunk Of Tariff-Led Fall

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 8, 2025 at 1:19 PM IST

MPC Review

RBI Rewriting FX Market Playbook Amid Global Turbulence

RBI’s silence as the rupee swings signals a strategic shift—no more one-way bets, no guaranteed defence. The playbook is being rewritten.

Richard Fargose

April 8, 2025 at 9:21 AM IST

Bloodbath On The Streets; Rupee, Bonds Reel

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Richard Fargose

April 7, 2025 at 1:46 PM IST

Rupee Steadies As RBI Fires On All Fronts To Calm FX And Liquidity

The rupee’s slide reversed as RBI stepped in with dollar sales, swap deals, and liquidity tools to restore calm without chasing a fixed exchange rate.

Manoj Rane

April 4, 2025 at 3:38 PM IST

Anurag Vijay/CC

India's Forex Reserves Rise for Fourth Consecutive Week, Up 3.1% in FY25

BasisPoint Insight

April 4, 2025 at 1:51 PM IST

Market Digest:

Equities Finally Succumb To US Tariffs

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

April 4, 2025 at 1:48 PM IST

Market Digest

Equities Slip; Rupee Recoups More Losses

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 28, 2025 at 1:30 PM IST

Market Digest

First slip by equities in seven days; gilt yields at 3-year low

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 26, 2025 at 12:31 PM IST

Market Digest

Equities End Flat; Rupee Breaks Nine-Day Winning Streak

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 25, 2025 at 1:18 PM IST

RBI’s FX Swap Draws Strong Demand; Next Move Likely After MPC Meet

BasisPoint Insight

March 24, 2025 at 2:56 PM IST

Anurag Vijay/CC

Market Digest

Nifty Turns Positive For 2025; Rupee’s Best Winning Streak In 15 months

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 24, 2025 at 12:26 PM IST

Market Digest

What A Week! Best For Equity In 4 Years, Best For Rupee In 2 Years

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 21, 2025 at 12:39 PM IST

Market Digest

Equity Gains On Global Cues; Rupee At 3-Week High

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 17, 2025 at 12:45 PM IST

Market Digest

Rupee Sees Steepest Fall In Over A Month; Oil Stocks Drag Equities

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 10, 2025 at 12:55 PM IST

Market Digest

Nifty Snaps Three-Week Losing Streak

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

March 7, 2025 at 12:36 PM IST

A Volatile Path To A Post-Meltdown Rebound

A rebound in the Indian equity market is certain, but the road to recovery is unlikely to be steady amid deeper macroeconomic pressures.

Dhananjay Sinha

March 5, 2025 at 7:05 PM IST

Liquidity Boost Or Is it Strategic Play In RBI’s $10 Billion FX Swap

RBI’s largest and longest-ever FX swap aims to inject liquidity, but its broader implications for corporates, hedging costs, and reserves raise questions about whether it is merely a liquidity fix.

BasisPoint Groupthink

February 26, 2025 at 8:10 AM IST

Digest

Sensex Snaps 5-Day Losing Streak; Rupee Hits Two-Week Low

An end of the day recap of all that transpired in the Indian markets today, highlighting the major price movements and the factors driving them

Richard Fargose

February 25, 2025 at 2:20 PM IST

Interview

The Rupee’s Adjustment: RBI’s Dilemma And Market Realities

RBI intervention in the NDF market is essential, although it has some risks.

Kalyan Ram

February 22, 2025 at 7:43 AM IST

Interview

Understanding The Rupee’s Fall With Veteran Regulator Mahalingam

Pent-up pressure due to misjudged tactics is exacerbating the rupee’s correction.

Kalyan Ram

February 21, 2025 at 5:59 AM IST

Saving The Rupee Without Suffocating Growth

RBI must navigate a delicate trade-off between supporting growth and stabilising the rupee amid rising capital outflows. Inflation, global uncertainties, and structural gaps demand a nuanced policy mix.

N. Srinivasa Rao

February 20, 2025 at 3:56 AM IST

istock.com/umesh chandra

Rupee’s Fall A Pent-Up Adjustment, Not A Crisis; 91/$1 A Likely Rest-Stop

RBI kept the rupee stable while others adjusted to the dollar’s strength. Now, as it realigns, the move may seem abrupt, but it was inevitable. This isn’t an anomaly—it’s a measured correction long in the making.

G. Mahalingam

February 19, 2025 at 4:02 AM IST

Rupee At A Crossroads: Stability, Competitiveness, And The Fragility Of Reserves

India’s reserves are built on capital inflows rather than trade surplus, making them vulnerable to sudden exits.

Abheek Barua

February 16, 2025 at 3:41 PM IST

From Controlled Calm To Market Chaos, RBI’s Stability Bet For Rupee Unpegged

The rupee’s exchange rate narrative has flipped from ambitions of the internationalisation of the rupee to speculations of a quiet dollar peg under Shaktikanta Das.

BasisPoint Groupthink

January 30, 2025 at 8:54 AM IST

RBI

The Bureau

India’s Economy Expands 7.8% in June Quarter, Highest in Five Quarters

Rupee Hits Record Low as Tariff Shock Fuels FPI Outflows

Trump Tests the Guardrails of US Credibility

India’s Industrial Output Growth Hits Four-Month High of 3.5% in July

Fed Eyes Data Before Rate Decision; Trump’s 50% Tariff on India in effect

Fitch Affirms India Rating Days After S&P Upgrade, Points to Tariff Risks

Lifting the Lid on Regulatory Silence

How Some Importers Mined a Scheme for Exporters to Dodge Exchequer

Sanjeev Sanyal on Trump, India’s Growth Path, and Process Reforms

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

iStock.com